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Invest in Unlisted Private Cos

Basic Understanding (Pre IPO – Unlisted Space)

Why invest in Pre IPO equities:

  • Get access to investment opportunities before the broader market does
  • Diversification and lower correlation to listed companies
  • As companies are staying private longer than ever most of the value creation happens in the PreIPO space itself

Criteria for Shortlisting Investment Opportunities:

  • Access to sectors not available in the public markets (Gaming/ SaaS/ FinTech/ Ecom)
  • Significant Mispricing leading to value creation from Listed/Global Peers
  • Reasonable Liquidity and availability of options
  • Companies on a definite IPO track
  • DRHP filed
  • Funds raised from PE/VC investors
  • Subsidiaries of existing listed/professionally managed companies
  • Companies on a definite IPO track

Preferred Transaction Mode

  • Bank Account Used for Remitting Funds by NRI: NRI – Non PINS Account
  • DeMat Account for transfer of shares: NRI – Non Repatriable Account

Risk & Reward

  • Unlisted Pre-IPO Shares have a slightly higher risk/return profile and is suitable for investors with longer investment horizons (typically more than 2 years)
  • On a gross portfolio level average returns for the last 5 year period has been of 25%+ CAGR
  • Exit – Either through sale on exchange on IPO or exit in the secondary market (in case of IPO delay/suitable returns achieved)

Taxation

  • Holding Period - 2 years for Long Term
  • On Sale of Short term assets – Slab rate @ 30%
  • On sale of Long Term Assets – 10% of LTCG without indexation benefits

About Altius:

  • Experienced Management: Over 20+ years of expertise in financial services
  • Trusted by 8000+ investors in 15+ countries
  • Handled investments over 300 Crores+ in pre-IPO space
  • End to End Digital Enabled Investing process

How it works:

  • Sign up here
  • Complete your KYC
  • Click on "Companies" to see list of all companies, and select the company you wish to invest in
  • Complete Payment via Link
  • Shares are delivered to your Demat Account within 24 hours
Click Here to Start Investing

Exits In 2021

Stock Recommendation Month Initial Investment Price Listing Date IPO Listing Price Return Multiple Years Invested
Nazara Technologies Apr-18 430 19 Mar ’21 1101 2.56 3
Barbeque Nation Sep-19 228 26 Mar ’21 500 2.19 1.5
Anand rathi wealth Jul-19 160 6 Dec ’21 550 3.44 2.5
One97 communications Dec-16 1400 10 Nov ’21 2150 1.54 5

Curated Current Opportunities

CompanySectorRisk Rating
Cochin International Airport Ltd (CIAL)AviationLow
AGS Transact Technologies LtdPayment Processing / FintechMedium
API Holdings Pvt LtdPharma/EcomMedium
Care Health Insurance Ltd (Religare)Health InsuranceMedium
Chennai Super Kings Cricket Limited (CSK)SportsMedium
ESL Steel LtdSteelLow
Fincare Business Services LtdSmall Finance BankMedium
Five-Star Business Finance LtdNBFCMedium
HDFC Securities LtdFinancial ServicesLow
Indofil Industries LtdSpeciality ChemicalsMedium
Merino Industries LimitedHome FurnishingLow
LAVA International LtdSmartphones ManufacturingLow
Mobikwik (One Mobikwik Systems Ltd)FintechHigh
Mohan Meakin LtdLiquorLow
National Stock Exchange Ltd (NSE)Stock ExchangeMedium
NCL BUILDTEK LtdPaints / Construction MaterialMedium
Reliance Retail LtdRetailHigh
Sterlite Power Transmission LtdPowerMedium
Studds Accessories LtdManufacturingLow
Tata Technologies Ltd (TTL)EV / DesignMedium

Explore Companies

Click on "Companies" to see list of all companies
Disclosures

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In a era of constant change and volatile financial Market, Investors need an Qualified /Trained and unbiased professional to assist them in achieving their short term and long term Investment goal.

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